DRAM is trading 3.07% up in after-hours trading after NVIDIA reported Q2 FY27 revenue of $96.22 billion, above the $92.17 billion estimate.
- The results reinforced expectations for continued AI-infrastructure spending.
- AI-driven HBM and server-memory demand is absorbing production capacity, tightening DRAM supply conditions.
- Broader technology sentiment was supportive, but the move appears primarily sector-driven.